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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Walnut Creek, CA

Every SEC-registered financial advisor at a firm office in Walnut Creek who lists the Chartered Financial Analyst designation, A to Z.

29 CFA charterholders work in Walnut Creek; the most are at Gemmer Asset Management LLC (3). 7 are also registered broker representatives.

CFA advisors in Walnut Creek, A to Z

Every advisor in Walnut Creek →
  • Alejandro H. AguilarMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Charles J. BlankleyGemmer Asset Management LLC · Chartered Financial Analyst
  • Stephen L. BlockElevation Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Ananta P. Chhippi MouryaBeacon Pointe Advisors, LLC · Chartered Financial Analyst
  • Sunandan K. ClerkDhamma Capital · Certified Financial Planner, Chartered Financial Analyst
  • Jeffrey C. CoburnMorgan Stanley · Chartered Financial Analyst
  • Vittorio FrattaCedar Wealth Management · Chartered Financial Analyst
  • Steven M. GaspariniDestination Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Scott D. GemmerGemmer Asset Management LLC · Chartered Financial Analyst
  • Robert M. GentryAllworth Financial, L.P. · Chartered Financial Analyst
  • Angela M. HagerDestination Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Ryan K. KosakuraElevation Wealth Partners, LLC · Chartered Financial Analyst
  • Kathleen M. LadraCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
  • Nicholas W. LintonRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Mark C. LoftinOsaic Wealth, Inc. · Chartered Financial Analyst
  • Michael W. MischlerGemmer Asset Management LLC · Chartered Financial Analyst
  • Lee B. MolendykDiablo Vista Capital, LLC · Chartered Financial Analyst
  • Andrey MovsesyanMorgan Stanley · Certified Financial Planner, Chartered Financial Analyst
  • Stoyan V. PanayotovBabylon Wealth Management LLC · Chartered Financial Analyst
  • Jayne L. SmithFocus Partners Wealth, LLC · Chartered Financial Analyst
  • David G. SylvesterCavu Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Barry TagueJ.P. Morgan Securities LLC · Chartered Financial Analyst
  • Colin F. TaylorCapital Advantage, Inc. · Chartered Financial Analyst
  • Matthew K. TraubMariner · Certified Financial Planner, Chartered Financial Analyst
  • Brian A. WangCapital Advantage, Inc. · Chartered Financial Analyst
  • Mark S. WernerLPL Financial LLC · Chartered Financial Analyst
  • Casey WestAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Analyst
  • Christopher T. WestWells Fargo Clearing Services, LLC · Chartered Financial Analyst
  • Adele E. YoungOne Capital Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Walnut Creek

Gemmer Asset Management LLC 3Allworth Financial, L.P. 2Capital Advantage, Inc. 2Destination Wealth Management 2Elevation Wealth Partners, LLC 2Morgan Stanley 2Babylon Wealth Management LLC 1Beacon Pointe Advisors, LLC 1Cambridge Investment Research Advisors, Inc. 1Cavu Wealth Advisors, LLC 1Cedar Wealth Management 1Dhamma Capital 1Diablo Vista Capital, LLC 1Focus Partners Wealth, LLC 1J.P. Morgan Securities LLC 1

CFA advisors in other California cities

All of California →

San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Foster City 32Torrance 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8

Questions

How many CFA financial advisors are in Walnut Creek, CA?

29 SEC-registered investment adviser representatives at firm offices in Walnut Creek, California list the CFA designation; Gemmer Asset Management LLC employs the most of them (3).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Walnut Creek?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.